How RBC Wealth Management Builds a Single Source of Truth for Their Customers and Advisors

Global wealth management firms are competing in a new business environment shaped by disruptive fintech organizations and changing customer preferences.

RBC Wealth Management, one of the largest wealth management firms globally, embraced those changes head-on by undergoing a digital transformation strategy that went beyond building a new app. They invested in a platform strategy providing them with a single source of truth for their customers and the capabilities to deliver new connected experiences.

Join us and hear Director of RBC Wealth Management, Rohit Gupta, discuss the best practices on how global financial services firms can use the Salesforce Customer 360 to deliver a world-class customer experience for their clients, advisors, and employees